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Bancatakaful Specialist

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Bancatakaful Specialist
Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too.

  • To be abreast with all STMKB's Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities.

  • Drives personal Advisory Takaful production and formulate action plans to achieve personal production target.

  • Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service.

  • Refers potential customers who may be interested and/or keen in AFFIN's other products/services to relevant parties and ensure optimal achievements of set targets.

  • Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).

  • Acts as takaful's single point of contact and cultivate excellent relationship with all parties.

  • Performs "Know Your Customer" (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions.

  • Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB.

  • To generate own leads from walk-in customers, bank events, and personal contacts.

  • Actively participate in the bank's sales and promotion activities.

  • Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.
Job ID JR102000